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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-18
PA RA APPROVED 2025-03-17
OH RA APPROVED 2024-10-09
  • FL RA
    APPROVED
    Since 2025-03-18
  • PA RA
    APPROVED
    Since 2025-03-17
  • OH RA
    APPROVED
    Since 2024-10-09

Branch Locations

4015 Erie Street Ms: Ohb568, Willoughby, OH 44094 • United States

777 S Flagler Drive Suite #142, West Palm Beach, FL 33401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Bank Mayfield Heights OH 07/2020 10/2024
Chick-Fil-A Mayfield Heights OH 05/2019 07/2020
Red Steakhouse Beachwood OH 03/2019 12/2019
Burgerfi Mentor OH 11/2015 03/2019
Citizens Securities, Inc. Mayfield Heights OH 06/2024 10/2024
Citizens Securities, Inc Westwood MA 10/2024 Present
Citizens Bank Willoughby OH 10/2024 Present
  • 07/2020 → 10/2024
    Citizens Bank
    Mayfield Heights, OH
  • 05/2019 → 07/2020
    Chick-Fil-A
    Mayfield Heights, OH
  • 03/2019 → 12/2019
    Red Steakhouse
    Beachwood, OH
  • 11/2015 → 03/2019
    Burgerfi
    Mentor, OH
  • 06/2024 → 10/2024
    Mayfield Heights, OH
  • 10/2024 → Present
    Westwood, MA
  • 10/2024 → Present
    Citizens Bank
    Willoughby, OH
Other Businesses

Notary Public Approx amount of time/month: 15 min Date of Initial Involvement: 09/2021

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-07
  • S66 Uniform Combined State Law Examination
    2024-10-07

View on SEC IAPD

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